Intake Specialist

Job Description

Job Description

This is an in-office Monday-Friday 8 : 30 am-5 : 30 pm position

We are seeking a highly organized and client-focused Intake Specialist to join our team. This role is essential in ensuring potential clients receive excellent service from the first point of contact. The ideal candidate will be skilled in client communication, data entry, and scheduling, with the ability to assess client needs and guide them through the intake process efficiently.

Compensation : 18 - $22 per hour

Responsibilities :

• Perform intake for the Estate Planning, Medicaid, and Probate departments.
• Answer incoming calls, ask fact-finding questions, and assess caller needs based on internal protocols.
• Screen out unqualified leads and schedule qualified potential new clients (PNCs) for initial consultations.
• Provide excellent client service by establishing rapport, using appropriate tone, and demonstrating empathy.
• Calendar consultations for Attorneys and Sales Associates, following internal scheduling processes.
• Coordinate Zoom consultations and conference calls between PNCs and Attorneys or Sales Consultants as needed.
• Ensure a high appointment show-up rate by following confirmation procedures (emails, texts, calls).
• Perform data entry into our internal CRM for new leads and non-hired prospects, documenting actions and outcomes.
• Create hard-copy file folders, including printing necessary documents and internal forms for scheduled consultations.
• Funnel new qualified leads into the sales pipeline through follow-ups via email, phone, and other communication methods.
• Track key performance metrics (monthly and quarterly) to ensure company goals are achieved.
• Perform additional tasks as assigned to support intake and client service operations.

Qualifications :

About Company

The Siegel Law Group, P.A., located in South Florida, is a respected and trusted law firm offering comprehensive legal services in estate planning, Medicaid planning (Elder Law), probate, and trust administration. Known for its compassionate, personalized approach, the firm’s mission is to help families safeguard their assets, achieve peace of mind, and preserve lasting legacies.

Benefits :

If you’re organized, detail-oriented, and passionate about delivering exceptional client support, we invite you to join our growing firm. Apply today to become part of our dedicated team!